Halbert Hargrove Global Advisors’s Trane Technologies TT Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio TT Stock Details TT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Hold	0	–	-$2.36M	–	624
2025 Q1	–	Hold	0	–	–	–	32
2024 Q4	–	Hold	0	–	–	–	29
2024 Q3	–	Hold	0	–	–	–	28
2024 Q2	–	Hold	0	–	–	–	30
2024 Q1	–	Hold	0	–	–	–	33
2023 Q2	–	Hold	0	–	-$644K	–	164
2023 Q1	–	Hold	0	–	–	–	67
2022 Q4	–	Hold	0	–	–	–	86
2022 Q3	–	Hold	0	–	–	–	47
2022 Q2	–	Sell	-7,000	Closed	-$968K	–	54
2022 Q1	$1.07M	Buy	+7,000	New	+$1.15M	0.07%	53
2020 Q1	–	Sell	-7,000	Closed	-$930K	–	100
2019 Q4	$930K	Hold	7,000	–	–	0.24%	23
2019 Q3	$862K	Hold	7,000	–	–	0.23%	21
2019 Q2	$887K	Sell	7,000 -600	-8%	-$71.8K	0.24%	16
2019 Q1	$820K	Buy	+7,600	New	+$770K	2.89%	7
2018 Q4	–	Sell	-7,800	Closed	-$8K	–	92
2018 Q3	$8K	Buy	+7,800	New	+$762K	﹤0.01%	81

Other funds holding TT

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

CDDEC

Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Halbert Hargrove Global Advisors's TT Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its Trane Technologies (TT) stake by 4.5% in Q2 2026, buying an estimated $1.4K and bringing the position to 69 shares worth $33.8K. The position accounts for ﹤0.01% of the portfolio, ranked #236.

Halbert Hargrove Global Advisors first reported a position in TT in Q1 2018 and has held it in 34 quarters since. The position peaked at $2.75M in Q3 2024. 764 funds tracked by Wall St. Rank hold TT as of Q2 2026.

Halbert Hargrove Global Advisors held 69 shares of Trane Technologies worth $33.8K as of Q2 2026.
Halbert Hargrove Global Advisors bought 3 Trane Technologies shares in Q2 2026, an estimated $1.4K.
Trane Technologies made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #236 holding.
Halbert Hargrove Global Advisors first reported a position in Trane Technologies in Q1 2018 and has held it in 34 quarters since.
Halbert Hargrove Global Advisors's Trane Technologies position peaked at $2.75M in Q3 2024.
764 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.